AX 2012. Sales orders are used throughout the sales process to record information about the goods and services that a company isselling to various customers.

Supply Chain Foundation in Microsoft Dynamics

®

AX 2012

6-2

Working with Sales Orders

Various forms and list pages are available for creating, reviewing, and updatingsales orders. The following topics review the

Sales order

form and

Sales order

list page functionality.

All Sales Order List Page

The

All sales orders

list page is found in

Sales and marketing > Common >Sales orders > All Sales orders

. The list page displays all sales orders for thecurrent company. It can be used to create, change, or review any sales orders inthe system for the company that you are logged in to.

FIGURE 6.1 ALL SALES ORDER LIST PAGE

The

All sales orders

list page contains two FactBoxes that display additionalinformation about the selected sales order.

•

Latest sales orders

- displays a list of recent sales orders for thesame customer as the sales order that is selected in the grid. The user can browse to a related sales order by clicking the

Sales order

link inside the FactBox.

•

Related information

- displays the number of open quotations, opensales orders, unpaid invoices, return orders, and open cases for thesame customer as the sales order that is selected in the grid.

Chapter 6: Sales Orders

6-3

The buttons in the Action Pane are used to complete various tasks that are relatedto the selected sales order(s). Not all buttons are available when you select morethan one sales order.The preview pane on the

All sales orders

list page displays a list of each line onthe selected sales order.

Sales Order Form

The

Sales order

form is used to enter and view the details about one specificsales order. There are several methods to open the

Sales order

form:

•

Open

Sales and marketing > Common > Sales orders > All salesorders

. Next, click

Sales order

in the

New

group of the ActionPane.

•

Open

Sales and marketing > Common > Customers > Allcustomers

. Next, click

Sales order

in the

New

group on the

Sell

tabof the Action Pane.

•

Open

Sales and marketing > Common > Sales orders > All salesorders

. Next, select the desired sales order and then click

Edit

in the

Maintain

group of the Action Pane.

•

Open

Sales and marketing > Common > Sales orders > All salesorders

. Next, double-click the desired sales order.The

Sales

order

form has two views available: header view, line view, and editin grid view.